Portfolio Roadmapping Software

UMT360’s Roadmap Accelerator makes it easy to create and share beautiful Strategic Portfolio Roadmaps in minutes!

An essential portfolio management tool, a roadmap helps visualize and communicate the performance of both your near-term and multi-year strategic plans.

UMT360 Roadmap Accelerator Key Features

UMT360’s Roadmap Accelerator makes it easy for executives, portfolio managers, E/PMOs, product managers, or anyone in-between to quickly and easily create and maintain portfolio roadmaps.

Create dynamically maintained roadmaps with just few clicks

UMT360’s powerful roadmapping software makes it easy to create, share and automatically maintain beautiful roadmaps in minutes. This roadmap management software stands alone – simply connect to your data source and get started immediately.

  • Wizard-guided configuration makes implementation a breeze
  • Choose from Project Portfolio Timelines or Boards roadmap templates
  • Automatically pre-populate your roadmaps or manually build them yourself
  • Set roadmaps to be shared or private
  • Share roadmaps as pdf files or as print-outs

Visualize roadmaps in a portfolio timeline

View all work in a time-phased view to gain a clearer understanding into the relationships and dependencies between all investments within your project portfolio.

  • Track time-phased initiatives using timeline roadmaps
  • Overlay milestones and visualize inter-dependencies
  • Timelines update automatically as new information is added or changed
  • Align PPM execution efforts with portfolio-level key events with just a few clicks
  • Group, sort and filter information using any fields from your records

All teams can now enjoy boards views

Whether your team executes using Agile or traditional project execution, it’s easy to visualize the work of all teams using a boards view that is dynamic and configurable.

  • Plan and track all project work on one screen
  • See backlog, scheduled or in-progress work
  • Change project status or categories with a simple drag-and-drop
  • Quickly drill-down to the entity record for detailed information
  • Create and view Boards from any data in the system, including projects-by-workflow, projects-by-health and more.

Powerful tools to manage and visualize all project and portfolio dependencies

Use roadmap to gain a clearer understanding into the “six degrees of separation” between all investments.

  • Establish and keep track of key project milestones and deliverables
  • Manage and visualize project, program, and portfolio inter-dependencies
  • Quickly identify at-risk project milestones and portfolio dependencies
  • Visualize and share key portfolio events within the roadmap

See UMT360 Roadmap Accelerator In Action!

Create and share beautiful roadmaps in minutes!

Roadmaps are essential for visualizing and communicating the performance of both your near-term and multi-year strategic plans. Schedule your own demo to see how easy it can be for executives, portfolio managers, E/PMOs, product managers, or anyone in-between to quickly and easily create and maintain roadmaps.

Get the roadmapping capabilities you need, quickly and easily

UMT360’s Accelerators are designed to be implemented quickly with minimal consulting or configuration. Schedule your demo now to see how these powerful roadmapping capabilities you’ve been missing can help your organization.

What you’ll see during this Roadmap Accelerator Demo:

  • See how easy it is to create dynamically maintained roadmaps with just few clicks
  • Learn how portfolio timelines visualize the relationships and dependencies between all investments
  • Discover how easy it is to visualize all work using dynamic and configurable boards views

Book an Interactive Demo

Quick and easy integration with a variety of project management tools

Get up and running quickly and integrate roadmaps with both traditional PPM project management and Agile work management tools.

  • Get started quickly by importing projects, epics and more, along with associated data from Excel
  • Utilize out-of-the-box connectors to easily sync projects and milestones from Microsoft Project, Jira, Azure Boards and other platforms
  • Powerful connectors provide real-time integration with project execution tools to ensure your roadmaps are always up-to-date

Part of UMT360’s comprehensive strategic portfolio management platform

Need a specific Portfolio Management Accelerator right now? Let’s get started! Each one delivers powerful stand-alone capabilities that you can have up and running in just a few days. And since they all complement each other, it’s easy to add additional capabilities – in any order you’d like – whenever you’re ready. Best of all, each is part of UMT360’s comprehensive Strategic Portfolio Management Platform. Which means that with every Accelerator you add, you’re that much closer to having all the capabilities you need to align all investments with strategy and ultimately accelerate digital transformation.

Get the project portfolio management capabilities you need, quickly and easily

Every UMT360 Strategy Execution Accelerator is designed to be implemented quickly with a minimum amount of consulting or configuration. Leveraging best practices garnered from years of successful client engagements, these powerful Accelerators provide precisely the capabilities you need, without weeks or months of configuration.

Roadmapping & Release Management

Roadmaps are powerful tools to help ensure that all investment decisions are clearly understood across the organization. By visualizing and communicating key dependencies enterprise-wide, roadmaps serve to help harmonize decisions and track progress across all investments.

Resource Management & Capacity Planning

Resources must now be managed across agile, waterfall or even non-project-orientated work systems. Gaining visibility across all resources – and optimizing utilization and capacity planning – is a critical challenge for any organization hoping to fully realize its business strategy.

What-If Scenario Analysis

Generating what-if scenarios and modeling potential outcomes based on ad-hoc questions used to require teams to stay late and manually crunch numbers. But what if you had the tools to respond to any possible question about any portfolio with just a few clicks?

Demand & Innovation Management

You never know where project requests might come from. But one thing is clear, to do more than simply choose the best from a bad list of ideas, you’ll need a robust demand management solution to provide enhanced visibility across all work

Benefits Realization & Outcome Management

UMT360’s strategic portfolio management solution provides a centralized hub that makes it easy to break down strategy, define its components, map it to the associated execution and communicate it to all relevant stakeholders across the enterprise. Quickly derive all execution directly from the strategy, and generate work that is perfectly aligned with strategy.

Cost Management & Capital Planning

Business agility requires that all investment be continuously aligned with business strategy. That’s why UMT360 helps organizations elevate cost data to the same level of importance as schedule and resource data, enabling PMOs to deploy the right financial governance controls needed to become CFO of portfolios.

Here’s Why You Need Powerful
Strategic Roadmapping Tools

Roadmaps are essential for visualizing & communicating
performance of both near-term & multi-year strategic plans

Regardless of your industry, whether you’re an executive; an enterprise or departmental PMO; a portfolio, program or product manager; or anyone in between – everyone struggles with the same thing. Building and maintaining roadmaps – a critical component of strategic portfolio management – enables organizations to better visualize the performance and communicate of their near-term and long-term strategic plans.

What is roadmapping?

Roadmapping is the strategic process used to plan projects, products, programs, portfolios, and other business ventures. In essence it’s the planning process and time visualization of the steps, milestones, actions, processes, resources, and timelines associated with the business activity, from inception to completion. While roadmapping is a strategic process, it’s fundamentally an execution-focused project planning tool. Read more in our guide to roadmaps.

The six degrees of separation

Fundamentally, successfully delivering digital business transformation is an exercise in managing dependencies. It’s critical to understand how work in one area impacts other areas of the business and prepare for that impact to optimize performance and minimize disruption. To do that effectively every time requires you to understand all of those dependencies, and that’s where roadmaps come in.

Dynamically connecting all work

If roadmapping is to be effective it must encompass all aspects of your projects, programs, products, technology assets and business functions. It must clearly represent the relationship between all of those elements and it must generate an easy-to-understand visual picture automatically – based on real data. You can still drag those elements around to see the impact, but there has to be substance below that drag and drop capability.

Roadmaps are just a tool to help you better manage your business, and if you’re spending excessive amounts of time producing those tools then they’re detracting from that business management, not enhancing it. Instead of focusing on manually developing visual roadmaps to help you plan, leverage functionality that produces roadmaps from your portfolios of initiatives and assets so that you can:

  • Quickly understand relationships and identify potential bottlenecks, problem areas and opportunities.
  • Visualize the key events and milestones on every piece of the work and how those work elements integrate with and depend upon each other.
  • Assess alternatives to optimize your value delivery in all areas at all times.
  • Communicate plans, decisions and commitments to all stakeholders in a way that can easily be understood.

Aligning execution with strategy

By analyzing these integrated roadmaps, you can gain an understanding of all the threats and opportunities for your organization, and by drilling down to the details you, and all other stakeholders, can see the relationship between your strategy and the work you are doing. You unlock insights into milestones, dependencies and risks that are otherwise locked in the brains of the program, project or product managers. And that insight drives better decisions.

Tools that make it easy to dynamically create and maintain roadmaps with just few clicks are critical to helping you align execution with strategy

Understanding strategic roadmapping

Strategic roadmapping, often associated with portfolio roadmaps, is the process used by senior leadership to track the high-level progress of strategic planning, budgets, execution, delivery, and vision associated with project roadmaps. The strategic roadmap is designed to provide the data needed for agile portfolio governance.

Seeing all work in a time-phased view provides helps you understand the relationships and dependencies between all investments within your project portfolio.

The right strategic planning information for the right people

Roadmaps are critical for their unique ability to help organizations visualize, process, and clearly communicate the performance and go-live dates for in-flight initiatives. These important tools also enable all stakeholders to communicate multi-year strategic intent. By providing the right level of detail to the people who need it, when they need it, roadmaps are a core capability for any organization looking to more effectively align execution with strategy and vision.

Having the ability to visualize all work, whether it’s in Agile or traditional project execution, ensures all stakeholders have the visibility they need.

Why automating roadmaps is critical to the strategic plan

For most organizations, projects are managed in a variety of execution methodologies and tools. This results in disparate data residing in silos across different systems, making it particularly challenging to consolidate the information needed to build roadmaps. To the extent company data can be consolidated, a lack of standardized roadmap templates – plus the time-consuming processes used to manually build static roadmaps in PowerPoint or other visualization tools – results in roadmaps that are out-of-date the moment they’re rendered. Business resources, teams, capabilities, and key requirements change so quickly that the static roadmap is completely impractical. Clearly, an automated process is needed to produce roadmaps that update dynamically as the underlying data changes.

Roadmaps ensure every stakeholder clearly understands the “six degrees of separation” between all investments.

Managing and visualizing cross-project, program and portfolio dependencies

Effectively orchestrating all initiatives to execute on strategies requires a comprehensive understanding of the “six degrees of separation” between all investments – including projects, programs, epics and more. Roadmaps are crucial tools that provide product managers, portfolio managers, teams, and executives with an easy way to visualize the performance of key milestones and track the risks in association with interdependencies between projects, programs, epics and more that could impact outcomes, deliverable, and the strategic plan.

Harmonizing and standardizing strategic plans across Agile and waterfall Initiatives

Every organization must confront the challenge of managing investments across a variety of execution methodologies – something we call the tri-modal reality. Roadmaps provide you with visibility across all initiatives, while also giving you insight into the dependencies between all work, regardless of how it is executed. Roadmap templates can also provide an additional dimension, enabling you to create specific roadmaps to view all projects by execution type, including timeline, boards, feature roadmap and more.

The next step is to take strategic roadmaps beyond project management

Roadmaps are powerful tools that can truly transform how an organization manages investments. But they shouldn’t be relegated to just projects. Indeed, the real power of roadmaps becomes apparent as organizations go beyond projects and begin to use roadmaps to establish, visualize, manage and communicate the dependencies between projects, programs, products, services, IT assets and a host of other entities across the enterprise.

Learn Why Strategic Portfolio Management is Critical to Enterprise Success

Any enterprise looking to drive growth and fuel a competitive advantage must first connect and align all execution with strategy. UMT360’s solution provides all the portfolio planning capabilities needed to establish both the top-down business planning and bottom-up controls required to integrate all portfolios and improve project execution to accelerate business transformation.

Portfolio Roadmapping Software

UMT360’s Roadmap Accelerator makes it easy to create and
share beautiful Strategic Portfolio Roadmaps in minutes!